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Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	AA Apriem Advisors Irvine, California	$5.72M	-$331	2	2.25%	Reduced
277	HR Howe & Rusling Rochester, New York	$5.71M	+$1.3M	1	1.29%	Increased
278	DAM Delta Asset Management Memphis, Tennessee	$5.7M	+$34.8K	1	1.01%	Increased
279	LCP Lombardia Capital Partners Pasadena, California	$5.67M	-$4.48M	1	0.29%	Reduced
280	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.66M	+$150K	1	1.05%	Increased
281	DIA Davidson Investment Advisors Great Falls, Montana	$5.5M	-$598K	1	0.93%	Reduced
282	TIM Thompson Investment Management Madison, Wisconsin	$5.48M	-$45.8K	1	1.15%	Reduced
283	LPL Financial San Diego, California	$5.45M	-$1.15M	2	0.02%	Reduced
284	WAM World Asset Management Detroit, Michigan	$5.44M	-$101K	2	0.22%	Reduced
285	Zurich Cantonal Bank Zurich, Switzerland	$5.43M	-$351K	2	0.07%	Reduced
286	Eaton Vance Management Boston, Massachusetts	$5.42M	-$11.1K	1	0.02%	Reduced
287	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.35M	-$2.41M	2	0.06%	Reduced
288	Utah Retirement Systems Salt Lake City, Utah	$5.25M	+$11K	1	0.14%	Increased
289	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$5.02M	+$4.43M	1	0.43%	New
290	SCM Stevens Capital Management Radnor, Pennsylvania	$4.94M	-$2.53M	2	0.2%	Reduced
291	Bridges Investment Management Omaha, Nebraska	$4.93M	-$42K	1	0.9%	Reduced
292	KLWA Kelly Lawrence W & Associates Pasadens, California	$4.9M	$0	1	1.23%	Maintained
293	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.87M	+$3.15K	1	0.11%	Increased
294	South Dakota Investment Council Sioux Falls, South Dakota	$4.84M	+$88.4K	1	0.11%	Increased
295	FTB First Trust Bank Nassau, Bahamas	$4.8M	$0	1	8.13%	Maintained
296	DC Deere & Company Moline, Illinois	$4.72M	+$2.58M	3	0.25%	Increased
297	Brown Advisory Baltimore, Maryland	$4.66M	+$637K	3	0.02%	Increased
298	CCM Cadence Capital Management Boston, Massachusetts	$4.61M	-$4.66M	1	0.32%	Reduced
299	Kornitzer Capital Management Shawnee Mission, Kansas	$4.59M	-$97.4K	1	0.08%	Reduced
300	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.59M	+$8.51K	2	0.05%	Increased